INDEPENDENT FINANCIAL GROUP, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 275484
SAN DIEGO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,241,747
+$582,438 QoQ
Shares Held
15,777
-4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#189
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,241,747 | 15,777 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,659,309 | 16,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,763,674 | 18,236 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,528,818 | 16,235 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $7,634,261 | 17,325 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $6,558,945 | 15,621 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $7,166,696 | 16,843 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $6,634,521 | 15,680 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $6,306,580 | 16,124 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $8,635,369 | 21,710 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $5,749,528 | 15,256 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $4,093,758 | 12,222 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $4,282,651 | 12,455 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $4,201,323 | 12,631 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,815,596 | 11,516 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $3,022,970 | 10,522 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $3,206,253 | 10,416 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,365,291 | 9,703 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,494,775 | 9,619 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,489,799 | 10,316 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $3,302,551 | 9,574 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,927,045 | 8,865 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,636,827 | 8,623 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,414,527 | 8,701 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $2,059,349 | 7,986 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,973,508 | 9,002 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||